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Cisco: Are Management Growth Targets Achievable?
Seeking Alpha· 2025-09-23 10:54
公司业务定位 - 全球性投资咨询公司 服务高净值个人 企业 协会及机构客户 [1] - 提供市场与证券研究 商业估值及财富管理等综合服务 [1] - 旗舰宏观量化对冲基金覆盖数百种投资 跨资产类别 地域及行业 [1] 投资策略框架 - 采用多维度投资方法 整合自上而下与自下而上分析 [1] - 融合全球宏观 基本面与量化三大核心策略 [1] - 核心专长聚焦人工智能 云计算 5G 自动驾驶电动汽车 金融科技 增强现实虚拟现实及物联网等颠覆性技术领域 [1] 分析师持仓声明 - 通过股票 期权或其他衍生工具持有CSCO多头仓位 [1] - 分析内容代表分析师个人观点 未获得除Seeking Alpha外任何补偿 [1] - 与提及股票公司无业务关联 [1]
Buy Oracle if there's a pullback, strategist says
Youtube· 2025-09-23 03:11
Oracle shares are slightly higher today. Now, there's a lot going on. The company did announce the departure of CEO Saffra Katz.She'll be replaced by co-CEOs Clay McGu and Mike Sicilia. Cats will shift to executive vice chair of the board of directors. So, she's not leaving the company.And in the meantime, we're also getting more headlines on what the US Tik Tock sort of deal is going to look like, which will almost certainly involve Oracle, perhaps in a very large way. Here to talk more about all of this, ...
TikTok Deal Details Emerge. Oracle Stock Surges.
Barrons· 2025-09-23 01:31
Oracle will continue to provide cloud services for a new U.S. version of TikTok, a White House official said Monday. ...
Melius Research's Ben Reitzes: Oracle CEO shake-up comes from ‘a position of strength'
Youtube· 2025-09-23 01:23
Let's turn to this leadership shakeup at Oracle today. The company naming two new CEOs. Clay McGor and Mike Cecilia.Sappercatz will serve as the executive vice chair. Stocks jumping today and up more than 90% as you might know for the year. Joining us this morning's head of tech research Ben Writes can talk about this along with some other topics too.Morning Ben, good to see you. Carl, great to be here. So we had a big discussion this morning about why now uh and does it sort of if Kat is trying to exit at ...
Oracle names co-CEOs to take reins from billionaire Safra Catz as TikTok deal looms
New York Post· 2025-09-23 01:12
Oracle on Monday named insiders Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz, who was instrumental in shaping the company’s cloud strategy and thrusting it to the forefront of the ongoing AI boom with big contract wins.In her 11 years at the helm, Catz turned Oracle into a cloud powerhouse from a database provider by fiercely competing for a share of the lucrative data center business with Microsoft and Alphabet, while helping drive its market capitalization to nearly a trillion dollars.S ...
Seagate Stock Surges 153.4% in 6 Months: Will the Uptrend Continue?
ZACKS· 2025-09-23 00:46
Key Takeaways Seagate stock has soared 153.4% in six months and 66.2% in three months, crushing benchmarks.Mass capacity revenues grew 40% as nearline drives hit 91% of total shipped exabytes.Seagate projects Q1 FY26 revenue of $2.5B, a 15% year-over-year improvement.Seagate Technology Holdings plc (STX) has skyrocketed 153.4% in the past six months, outperforming its Computer - Integrated Systems industry’s growth of 36.1%. It has also outperformed the Zacks Computer and Technology sector surge of 30.6% an ...
Nvidia to invest $100 billion in OpenAI as AI datacenter competition intensifies
Yahoo Finance· 2025-09-23 00:10
(Reuters) -Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide it with data center chips, the companies said on Monday, a tie-up between two of the highest-profile leaders in the global artificial intelligence race. The deal, which will see Nvidia start delivering chips as soon as late 2026, will involve two separate but intertwined transactions, according to a person close to OpenAI. The startup will pay Nvidia in cash for chips, and Nvidia will invest in OpenAI for non-controlling sha ...
What's Happening With STX Stock?
Forbes· 2025-09-22 22:25
CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of Seagate Technology Holdings PLC (NASDAQ: STX), a leading provider of data storage solutions including hard drives and solid-state drives, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSeagate Technology stock (NASDAQ: STX) has surged, gaining 13% over the last five trading days alone and increasing the company’s market capitalization by approximately $6 ...
What’s Happening With STX Stock?
Forbes· 2025-09-22 22:20
CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of Seagate Technology Holdings PLC (NASDAQ: STX), a leading provider of data storage solutions including hard drives and solid-state drives, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSeagate Technology stock (NASDAQ: STX) has surged, gaining 13% over the last five trading days alone and increasing the company’s market capitalization by approximately $6 ...
Oracle Replaces Catz With Two Co-CEOs
Youtube· 2025-09-22 21:49
Oracle is taking over the algorithm for tiktok's US business. Also, roughly about an hour ago, the firm announced a CEO change. Bloomberg Tech co-host Caroline Hyde has been all over the Oracle saga.Caroline It's such an insane time for Oracle, be it for Tick Tock, beat for the A. I. infrastructure built out.Why now. Announced a CEO change. Well, Safra Cats has been there since 26 years, working hand in hand with Larry Ellison.She's still going to as a vice chair of the overall business. It's interesting th ...